ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,100 | +16.1% | 668 | +29.0% | 0.01% | +25.0% |
| Q2 2023 | $42,289 | -2.3% | 518 | +0.2% | 0.01% | -11.1% |
| Q1 2023 | $43,275 | -3.2% | 517 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $44,700 | +148.3% | 517 | +139.4% | 0.01% | +150.0% |
| Q3 2022 | $18,000 | 0.0% | 216 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 216 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +5.3% | 215 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +6.2% | 214 | +100.0% | 0.00% | -20.0% |
| Q3 2020 | $16,000 | +6.7% | 107 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | 0.0% | 107 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $15,000 | -11.8% | 107 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $17,000 | 0.0% | 107 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $17,000 | +6.2% | 107 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 107 | +0.9% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +60.0% | 106 | +41.3% | 0.01% | +50.0% |
| Q4 2018 | $10,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |